Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding DFA International Small Cap Growth Portfolio Mutual fund in their Schedule of Assets, totaling $648K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ELECTRONIC POWER DESIGN INC ELECTRONIC POWER DESIGN INC 401(K) PROFIT SHARING PLAN & TRUST | HOUSTON TX | 252 | $6.9M | $214K |
| 2 | CS OPERATIONS INC CS OPERATIONS INC 401(K) PROFIT SHARING PLAN & TRUST | NORTH PALM BEACH FL | 140 | $5.1M | $171K |
| 3 | P.W. GILLIBRAND CO., INC. |
SIMI VALLEY CA |
| 215 |
| $25.2M |
| $118K |
| 4 | MAIN STREET RADIOLOGY AT BAYSIDE, LLC MSR/RAMS RETIREMENT PLAN | BAYSIDE NY | 349 | $77.4M | $71K |
| 5 | HEALTH PLUS MANAGEMENT LLC HEALTH PLUS MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST | UNIONDALE NY | 306 | $3.3M | $60K |
| 6 | RICOMA INTERNATIONAL CORPORATI RICOMA INTERNATIONAL CORPORATI 401(K) PROFIT SHARING PLAN & TRUST | MEDLEY FL | 80 | $1.4M | $9K |
| 7 | THARANCO GROUP, INC. THARANCO GROUP, INC. 401(K) PLAN | SECAUCUS NJ | 333 | $14.1M | $3K |
| 8 | HATALOM CORPORATION HATALOM CORPORATION 401(K) PROFIT SHARING PLAN & TRUST | ORLANDO FL | 178 | $3.7M | $2K |
